See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,096 | $102,966-58.1% | $90,281-52.3% | $152,861-71.8% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 3.98% | 95.16%-91.2pp | 78.10%-74.1pp | 345.32%-341.3pp |
| Employer contribution / active EE | $3,450 | $3,139+9.9% | $2,854+20.9% | $4,762-27.6% |
| Participant deferral / active EE | $10,736 | $4,281+150.8% | $3,885+176.3% | $5,850+83.5% |
| Admin fee / account holder | $5,929 | $6,171-3.9% | $5,351+10.8% | $11,596-48.9% |